Saba Capital Income & Opportunities Fund
BRW- Exchange
- NYSE
- SEC CIK
- 0000826020
No open-market purchases or sales by Saba Capital Income & Opportunities Fund insiders were filed in the last 90 days; 96 institutions reported holding it in 13F filings for Q2 2026, worth $129.6M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Saba Capital Income & Opportunities Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 93
- −7 vs. Q4 2025
- Shares held
- 21.3M
- +1.13M (+5.6%) vs. Q4 2025
- Total value
- $143.7M
- +$2.24M (+1.6%) vs. Q4 2025
- New holders
- 12
- 33 more added
- Sold out
- 19
- 29 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 96 | $129.6M |
| Q1 2026 | 93 | $143.7M |
| Q4 2025 | 102 | $141.6M |
| Q3 2025 | 93 | $99.6M |
| Q2 2025 | 80 | $96.9M |
| Q1 2025 | 79 | $94.0M |
| Q4 2024 | 83 | $100.2M |
| Q3 2024 | 70 | $99.2M |
| Q2 2024 | 72 | $72.6M |
| Q1 2024 | 71 | $98.9M |
| Q4 2023 | 76 | $120.0M |
| Q3 2023 | 68 | $118.3M |
| Q2 2023 | 62 | $126.1M |
| Q1 2023 | 66 | $140.9M |
| Q4 2022 | 71 | $134.3M |
| Q3 2022 | 63 | $139.9M |
| Q2 2022 | 64 | $149.4M |
| Q1 2022 | 74 | $167.2M |
| Q4 2021 | 89 | $177.5M |
| Q3 2021 | 80 | $170.5M |
| Q2 2021 | 80 | $309.7M |
| Q1 2021 | 1 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Saba Capital Income & Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,860−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −22,344−100.0% | Sold out |
| Closed-End Fund Advisors, Inc. | 0 | $0 | 0.00% | −14,310−100.0% | Sold out |
| Sage Capital Management, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,178−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −10,991−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,964−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |